At a Glance
- Tasks: Support financial advisers with admin tasks and ensure smooth operations.
- Company: Respected financial planning firm in Newcastle upon Tyne.
- Benefits: Flexible working hours, competitive salary, and a supportive team environment.
- Other info: Opportunity for professional growth in a dynamic office setting.
- Why this job: Join a friendly team and grow your career in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
Job Title: Administrator – Financial Services (12-Month FTC)
Location: Newcastle City Centre (Office-Based) Salary: £29,150 per annum Hours: Monday to Friday, 9:00 AM – 5:00 PM Contract: 12-Month Fixed Term Contract
About the Role
We are recruiting on behalf of a leading financial services organisation seeking several Administrators to join their operations team. This is an excellent opportunity to work within a dynamic environment, supporting core operational and administrative processes that ensure accuracy, compliance, and exceptional client service.
Key Responsibilities
- Process and maintain accurate data across core systems, ensuring fee structures and adviser charges are correctly reflected.
- Prepare fee calculations and raise invoices for clients and providers.
- Liaise with third-party providers to obtain valuations and complete instructions.
- Monitor and track instructions through to completion, escalating issues where necessary.
- Ensure all work meets agreed SLAs and operational standards.
- Uphold regulatory and compliance requirements, including adherence to company policies and conduct rules.
What We’re Looking For
- Previous experience in wealth management administration would be preferable, however will consider otherfinancial services administrationexperience.
- Strong attention to detail and ability to manage conflicting priorities.
- Excellent communication skills (written and verbal) with a client-focused approach.
- Proficiency in IT systems and strong analytical/problem-solving skills.
- Ability to work independently and collaboratively within a team.
- Positive, adaptable attitude and willingness to learn.
Why Join?
- Work in a professional, supportive environment in the heart of Newcastle.
- Gain valuable experience within a reputable financial services organisation.
- Competitive salary and structured working hours.
Interested? Apply today to take the next step in your career!
Financial Services Administrator in Newcastle upon Tyne employer: Reed
Join our esteemed financial planning firm in the heart of Newcastle upon Tyne, where we prioritise a supportive and friendly team environment. As a Part-Time Financial Services Administrator, you'll enjoy flexible working hours and the opportunity for professional growth within a respected organisation, all while contributing to exceptional client service in a dynamic setting.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Newcastle upon Tyne
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Reed. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Reed.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Reed's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Reed
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Reed.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Reed will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Reed employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
